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Become a Client

Please fill out our Client Suitability Assessment to help us learn a little bit more about you to make sure we are the right fit. It’s not required at this time, but we find it helps us hit the ground running in onboarding and servicing our clients. Also feel free to click the ‘Schedule a Meeting’ button above or just give us a call.

Once received, we will be in touch shortly.

Thanks for your interest!

Name

First Name Middle Name Last Name

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone

Email

Your Age

Occupation

Total Liquid Net Worth (Excluding Residence, Autos, etc)

$5,000,000+

$2,000,000 - $4,999,999

$1,000,000 - $1,999,999

$500,000 - $999,999

$250,000 - $499,999

$249,999 or less

Source(s): (check all that apply)

Checking/Savings

Taxable Brokerage

Trust

Retirement (IRA, Roth IRA, 401k, TSP, etc.)

Other

Years Investment Experience

Less than 1

1 to 3

3 to 5

5 or more

What type of securities have you invested in? (check all that apply)

Equities (Stocks)

Fixed Income (Bonds)

Mutual Funds

ETFs

Annuities

How long until Assets are needed to fund retirement/planning goals?

Less than 5 years

5 to 10 years

10 to 15 years

15 to 20 years

20 years or more

Please describe your risk tolerance:

Conservative

Moderate/Conservative

Moderate

Moderate/Aggressive

Aggressive

I plan to use assets for the following (check all that apply)

Income for Current Expenses

Income for Future Expenses

Build Retirement Funds

Inheritance

Preserve Wealth

Pay for Education

Pay for Major Purchase

Charitable Contributions

Other

Are there any types of investments you would like to have excluded from your portfolio? If none, please write "NA" below.

Please use the space below to provide any additional information that may help us more fully understand your investment and planning profile.

Hours

M-F 8:30am - 5:00pm
Contact
Phone: 850-737-4752 Email: bennett@steinfinancial.net
Address

495 Grand Boulevard
Suite 206
Miramar Beach, FL 32550

Investment advisory services offered through Stein Financial LLC, a Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. All investment strategies have the potential for profit or loss.

Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy and results of your portfolio.

Tax and Valuation Services provided through our affiliate Bennett Stein, CPA LLC.